Role —Backend onlineEngine —0 active alerts

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Executive Financial Intelligence

All values on this page are now calculated by the backend financial engine.

Current Reporting Period——

Data Quality—Server validation gate

Server Metric Library—Authoritative calculations

Background Sync——

Executive Summary

Latest Financials

Monitoring Status

Scheduled Management Reporting

Backend API

Authoritative

Metrics, comparisons, trends and reports are generated server-side.

Detailed GL

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Account-level rows persisted server-side.

Analysis Snapshot

Persisted

Analysis results are versioned by reporting period and engine version.

Connector Health

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Server Comparisons

MTD, QTD, YTD, prior-quarter and prior-year analyses calculated by the backend.

Financial Line	Actual	Comparison	$ Variance	% Variance	Favorability

Four-Way View

Financial Line	Current Actual	Current Budget	Prior Actual	Prior Budget	A/B Variance	Actual YoY

85-Metric Financial Library

The complete general-corporate metric registry is calculated and served by the backend.

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Metric	Category	Current Value	Formula

Long-Term Trends

Annual Actual and Budget performance built from server-persisted monthly financials.

Year	Actual Revenue	Budget Revenue	Actual EBITDA	Actual Net Income	Actual FCF	Gross Margin

Common-Size Financial Statements

Latest published financial statements normalized by revenue or total assets.

Income Statement

Line	Amount	% Revenue

Balance Sheet

Line	Amount	% Assets

Cash Flow

Line	Amount	% Revenue

Financial-Line Variance Drivers

Backend-ranked financial-statement-line Actual vs Budget drivers. Detailed account drivers are now available in the server-side Account Variance section.

Rank	Financial Line	Actual	Budget	$ Variance	% Variance	Favorability

Server-Persisted Detailed GL

Account-level accounting rows are stored in the backend database and linked to standardized financial categories.

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Period	Account #	Account Name	Standard Category	Amount	Entity	Department	Cost Center	Location	Product	Customer	Vendor	Project

Server-Side Dimensional Analytics

Analyze financial performance across entity, department, cost center, location, product, customer, vendor and project.

8 dimensions

Dimension Coverage

Actual vs Budget by Dimension

Dimension Value	Actual	Budget	$ Variance	% Variance	Favorability

Account-Level Variance Drivers

Drill beneath financial lines to the GL accounts causing Actual vs Budget performance.

Rank	Account #	Account Name	Standard Category	Actual	Budget	$ Variance	% Variance	Favorability

Server COA Mapping

Mappings are persisted in the backend. New accounts can be held from publishing until finance approves their standardized category.

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Account #	Account Name	Source Type	Standard Category	Confidence	Status	Reason	Action

Alerts & Exceptions

Server-evaluated financial, data, mapping and connector exceptions. Alerts remain open until the condition clears; finance users can acknowledge active items.

Open0Needs attention

Acknowledged0Under review

Resolved0Automatically cleared

Last Monitoring Run——

Severity	Status	Alert	Current Value	Threshold	Period	Last Seen	Action

Monitoring Rules

Deterministic thresholds used by the backend monitoring engine. Changes are audited and immediately re-evaluated.

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Enabled	Rule	Source	Operator	Threshold	Severity	Description	Action

Scheduled Report Center

The backend can generate and archive management-report packages on a schedule while the browser is closed. Delivery in this demo is an in-app archive; no external email is claimed or simulated.

Report Schedule

Enable scheduled reportsGeneration interval

Archive Status

ID	Generated	Trigger	Reporting Period	Quality	Engine	Status	Report

QuickBooks Online Sandbox

Live OAuth, governed publishing, QBO Budget ingestion, detailed General Ledger classification, deterministic forecasting, and approved workspace synchronization. Unknown financial values are never converted to zero.

Checking…

Connection Status

The browser never receives the QuickBooks client secret or OAuth tokens.

Run the local adapter self-test to verify report, BudgetDetail, General Ledger, and Forecast standardization without changing live data.

Stage 8.0.0 Data Rules

Numeric source valueActual

Blank cell on known QBO lineConfirmed zero

Expected line not foundMissing

Report cannot support fieldUnsupported

Calculation safety: Missing or unsupported CapEx makes FCF and CapEx-dependent ratios N/A. It is never converted to $0.

Automation parity: A 100/100 core snapshot still cannot publish unless QBO BudgetDetail, mapped detailed General Ledger, and the deterministic Forecast engine also pass the Stage 7.3 parity gate.

Fetch Live Sandbox Financial Preview

Connect a QuickBooks Sandbox company to fetch a validation snapshot.

Period	Revenue	COGS	OpEx	Cash	AR	AP	Equity	OCF	CapEx

Validation & Coverage

Fetch a snapshot to see source-status coverage.

Controlled Publishing

A validated snapshot can be submitted for independent approval. Approval creates or refreshes a separate QuickBooks sandbox workspace; Apex is never overwritten.

I acknowledge any optional unsupported fields will remain N/A and dependent metrics will remain unavailable.

QuickBooks Account Mapping Review

Deterministic suggestions for the live QuickBooks chart of accounts. High-confidence mappings are auto-approved; ambiguous accounts stay in review and can be submitted for independent approval.

No catalog loaded

Fetch a live snapshot to classify the QuickBooks account catalog.

QuickBooks Account	Type / Subtype	Standard Category	Confidence	Status	Reason	Action
No QuickBooks account catalog loaded.

Validation Issues & Source Provenance

Period	Field	State	Source	Evidence
Fetch a snapshot to inspect validation evidence.

Live QBO Workspace Synchronization

After the first controlled publish, the server can check QuickBooks on a schedule. Automatic publishing requires a separately approved policy and enforces both the 100/100 core quality gate and the 100/100 Stage 7.3 automation-parity gate.

Not configured

Complete a controlled publish first to create a linked QBO workspace.

ModeIntervalHistory window Enable server background checks Permit previously acknowledged optional unsupported fields (for example CapEx) to remain N/A Require all QBO account mappings to be resolved before auto-publish

A different Reviewer/Controller must approve this policy. The requester cannot self-approve.

Time	Trigger	Status	Quality	Remote	Published	Changed Periods	Mapping Review	Message
No QBO workspace sync runs yet.

Stage 8.0.0 safety boundary: A QBO workspace can auto-refresh only after its synchronization policy is independently approved. Every refresh must come from the same Realm ID and pass the deterministic 100/100 gate; otherwise the last approved workspace remains untouched.

AI Financial Analyst

Model-generated interpretation is grounded only in server-calculated financial facts; the AI is never the source of financial truth.

Checking…

Ask the Analyst

If OPENAI_API_KEY is not configured, the application will clearly use a deterministic fallback instead of pretending AI is active.

AI Configuration

Grounding rule: the server sends authoritative metrics, comparisons, variance drivers and alerts to the model. The prompt explicitly prohibits inventing or silently recalculating numeric facts.

Analyst Grounding Snapshot

See exactly which server-authoritative company, period and source the analyst will use before asking a question.

Analyst Response

No analysis requested yet.

Recent Analyst Questions

Time	Mode	Model	Question	Response

Approval Workflow

Sensitive finance configuration changes are independently reviewed before they are applied.

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Analysts and controllers submit governed changes. A different authorized reviewer must approve or reject the request.

ID	Type	Status	Requested By	Requested	Payload	Decision

Access & Roles

Company-scoped role assignments enforce least privilege across multiple companies.

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Company Members

User	Organization Role	Company Role	Status	Action

Role Matrix

Security Center

Authentication policy, session controls, request hardening and tenant-isolation status.

Security controls active

Authentication Policy

Session TTL (seconds)Failed-login limitLockout (seconds)

Require independent approval for sensitive changes

Active Controls

Recent Failed Sign-In Activity

Email	Failures	Last Failure	Locked Until

Production Readiness Center

Verified deployment, database, transport, secret, backup and runtime controls. Local development gaps are shown explicitly rather than treated as production-ready.

Checking…

Runtime

Backup & Recovery

Readiness Checks

Verified Backup Archive

Created	Database	File	Size	Checksum	Verified

Production deployment boundary: this page reports the controls actually active in the running environment. PostgreSQL, HTTPS, production hostnames and live connector secrets will remain marked incomplete in the local demo until the production deployment profile is used.

Server-Generated Management Report

Deterministic management reporting generated from the same server analytics snapshot.

Financial Management Report

Executive Summary

Management Watch

Active Exceptions

Key Metrics

Top YTD Financial-Line Variance Drivers

Line	Actual	Budget	Variance	Favorability

Top YTD Account-Level Variance Drivers

Account	Account Name	Category	Actual	Budget	Variance	Favorability

Server-Side Sync Control

Create remote accounting activity and let the backend validate, publish and recalculate analytics.

Remote Accounting Simulator

Financial event

Sync Controls

Enable background auto-syncCheck interval

Remote vs Published

Analysis Snapshots

Versioned server calculation results retained by period.

ID	Period	Engine	Metrics	Quality	Calculated

Sync History

Every server-side sync attempt is persisted.

ID	Trigger	Status	Started	Remote	Published	Quality	Periods Changed	GL Rows Changed	New Accounts	Message

Audit Log

Persistent event history for authentication, syncs, calculations and connector settings.

Time	Event	Details